In our latest episode, I spoke with Andy Goshe, CEO of Allied Graphite (formerly Urbix).

Allied Graphite is a US-based developer focused on producing coated spherical purified graphite (CSPG) for the lithium-ion battery supply chain. With a pilot facility in Mesa, Arizona, a partnership with Hatch on transition engineering, and a feedstock relationship with Appian-backed Graphcoa in Brazil, Allied is targeting FID in Q4 2027, with first production in 2029.

We cover:

• The rebrand from Urbix to Allied Graphite
• Allied's two-stage purification process
• What's being produced at the Mesa pilot facility today
• The two-phase commercial project, targeting 14,000 tpa in phase one with a 2-3x expansion in phase two
• The pathway from transition engineering through detailed engineering, FID in Q4 2027, and first production in 2029
• Financing strategy and where Allied sits on the funding runway
• Customer qualification progress and engagement
• The Graphcoa feedstock relationship
• Andy's read on the ITC's negative AD/CVD final determination and what it means for the emerging US anode industry
• The policy mechanisms Andy would like to see introduced to support US anode producers
• Key milestones to watch over the next 6-12 months, including site selection, flow sheet finalisation, and commercial team build-out

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